Latest Institutional Transactions on Advisorshares Tr Pure Cannabis (YOLO)
This table provides information on the latest institutional transactions involving Advisorshares Tr Pure Cannabis (YOLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-478- 4.2% |
$1.45K - $1.97K
|
10.9K
$25.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.14K- 10.14% |
$2.78K - $3.87K
|
10.1K
$23.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.95KNew |
$4.78K - $6.65K
|
1.95K
$4.62K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
89New |
$218 - $303
|
89
$211
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
300New |
$735 - $1.02K
|
300
$711
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
300New |
$735 - $1.02K
|
300
$711
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
155New |
$380 - $529
|
155
$367
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
893New |
$2.2K - $3.53K
|
893
$2.12K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.69KNew |
$4.16K - $6.68K
|
1.69K
$4.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
254New |
$625 - $1K
|
254
$602
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
105New |
$258 - $415
|
105
$249
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
200New |
$492 - $790
|
200
$474
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.48K- 12.63% |
$6.1K - $9.8K
|
17.2K
$40.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$4.92 - $7.9
|
1.06K
$2.51K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200+ 100.0% |
$492 - $790
|
400
$948
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
300New |
$765 - $897
|
300
$711
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-200- 3.23% |
$510 - $598
|
6K
$14.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
220New |
$561 - $658
|
220
$521
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
500New |
$1.28K - $1.5K
|
500
$1.19K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
104New |
$265 - $311
|
104
$246
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-627- 81.53% |
$1.6K - $1.87K
|
142
$337
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 18.12% |
$255 - $299
|
652
$1.55K
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25New |
$72.5 - $99.3
|
25
$59.3
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
8.74KNew |
$25.3K - $34.7K
|
8.74K
$20.7K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 1.79% |
$2.9 - $3.97
|
57
$135
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-455- 4.33% |
$1.32K - $1.81K
|
10.1K
$23.8K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-33.5K- 67.47% |
$97.2K - $133K
|
16.2K
$38.3K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.76KNew |
$8.01K - $11K
|
2.76K
$6.54K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$11.6 - $15.9
|
4
$9.48
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-26K- 6.25% |
$75.4K - $103K
|
390K
$924K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9New |
$26.1 - $35.7
|
9
$21.3
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
256New |
$742 - $1.02K
|
256
$607
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.11% |
$2.9 - $3.97
|
893
$2.12K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.44KNew |
$12.9K - $17.6K
|
4.44K
$10.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
30New |
$87 - $119
|
30
$71.1
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$2.9K - $3.97K
|
1K
$2.37K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$34.2 - $56
|
10
$23.7
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-300- 47.69% |
$1.03K - $1.68K
|
329
$780
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
80New |
$274 - $448
|
80
$190
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.7KClosed |
$57K - $93.3K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
75New |
$257 - $420
|
75
$178
|
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
15.5KNew |
$53K - $86.8K
|
15.5K
$36.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
CALL |
-10K- 96.15% |
$34.2K - $56K
|
400
$948
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1New |
$3.42 - $5.6
|
1
$2.37
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-6.5K- 79.32% |
$22.2K - $36.4K
|
1.7K
$4.02K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-456- 3.96% |
$1.56K - $2.55K
|
11.1K
$26.2K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
17New |
$58.1 - $95.2
|
17
$40.3
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
500New |
$1.71K - $2.8K
|
500
$1.19K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-172Closed |
$707 - $1.04K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-83- 45.36% |
$341 - $500
|
100
$237
|
|